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UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare
BANDHAN Balanced Advantage Fund Regular Plan Growth
UTI Balanced Advantage Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Fund | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2263 Cr | ₹3067 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Oct 2014 | 10 Aug 2023 |
| Category | Dynamic Asset Allocation | Dynamic Asset Allocation |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index | NIFTY 50 Hybrid Composite debt 50:50 Index |
| Turn Over | 24% | % |
| Expense Ratio | 2.04 | 1.96 |
| Manager | Ritika Behera | Sachin Trivedi |
| ISIN Code | INF194KA1UE8 | INF789F1AYT7 |
| Exits Load | Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Month | 1.97% | 2.24% |
| 6 Month | 4.91% | 4.53% |
| 1 Year | 5.32% | 7.3% |
| 3 Year | 10.66% | - |
| 5 Year | 10.56% | - |
SIP Return Analysis
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.39% | 0.4% |
| 1 Year | 5.12% | 6.08% |
| 3 Year | 9.09% | - |
| 5 Year | 8.93% | - |
Rolling Lumpsum Returns
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| 1 Year | 8.72% | 10.2% |
| 3 Year | 8.7% | - |
| 5 Year | 9.19% | - |
Risk Management
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 6.54% | - |
| Sharp | 0.59% | - |
| Beta | 0.88% | - |
| Alpha | -0.60% | - |
Fund Managers
| Scheme Name | BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Name | Ritika Behera | Sachin Trivedi |
| Total AUM | ₹43013 Cr | ₹7301 Cr |
| Funds Managed | 19 | 3 |
| BANDHAN Balanced Advantage Fund Regular Plan Growth | UTI Balanced Advantage Fund - Regular (G) |
Market Cap
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 26.13 | 34.81 |
| Large Cap | 53.66 | 57.6 |
| Small Cap | 9.5 | 3.33 |
| Mid Cap | 10.71 | 4.25 |
Sector Allocation
| Scheme Name |
BANDHAN Balanced Advantage Fund Regular Plan Growth |
UTI Balanced Advantage Fund - Regular (G) |
|---|---|---|
| Others | 19.08 | 30.78 |
| Communication Services | 6.33 | 5.09 |
| Energy | 3.19 | 4.51 |
| Technology | 8.77 | 7.32 |
| Financial Services | 25.64 | 24.58 |
| Basic Materials | 4.21 | 4.1 |
| Consumer Defensive | 6.31 | 5.02 |
| Industrials | 6.16 | 4.73 |
| Consumer Cyclical | 9.68 | 9.3 |
| Healthcare | 7.02 | 3.23 |
| Real Estate | 1.92 | - |
| Utilities | 1.7 | 1.34 |
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